Simply Orthodontics 401(K) Retirement Plan — Form 5500 plan (Simply Dental Management, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Simply Orthodontics 401(K) Retirement Plan is a benefit plan reported by Simply Dental Management, Inc. under EIN 47-3738355 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $5,897,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simply Dental Management, Inc.
- EIN
- 47-3738355
- Plan number
- 001
- Plan type
- 2
- Location
- Hopkinton, MA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $5,897,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20250530112334NAL0022252146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,897,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,897,954
- Net assets (BOY)
- $3,892,098
Income & contributions
- Employer contributions
- $267,869
- Participant contributions
- $955,201
- Total contributions
- $1,853,466
- Total income / additions
- $2,690,098
Expenses & distributions
- Benefits paid
- $626,082
- Administrative expenses
- $43,008
- Total expenses
- $684,242
- Net increase / (decrease)
- $2,005,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,388 | $0 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $9,265 | not reported in the loaded dataset | 2023 |
| First National Corporation | ADVISOR | $8,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simply Dental Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Hopkinton, MA
- Fidelity Investments Institutional — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- First National Corporation — Schedule C compensation